View Project Staff

You can view a list of the resources or roles that have been added to your project on the Project: Team: Staff page. All resources are automatically allocated at 100% of their available working days.

To view the staff added to your project

  1. Open the project.

    The Project: Properties: Main - General page appears.

  2. Click the Team tab.

    The Project: Team: Staff page appears.

  3. View the following:
    Properties

    Click this icon to view some of the basic resource profile fields, and to change allocation information, including planned and hard allocations.

    Note: See the Resource Management User Guide for more information.

    Resource Finder

    Click this icon to replace a resource or role with a different resource or role.

    Resource Name

    Click the resource name to view the resource or role's Resource: Properties: Main - General page.

    Resource Allocation

    Click this icon to go to the Resource/Role Allocations page for that resource or role.

    Note: See the Resource Management User Guide for more information.

    Project Role

    This column identifies the resource's role on the project, which can be different from the primary role selected in the resource's profile.

    Time

    A yellow checkmark appears in this column if the resource or role is allowed to enter time worked on this project.

    Booking Status

    This column identifies whether the resource or role has been hard booked, soft booked, or mixed booked.

    Values:

    • Hard. The resource has been committed to the project.
    • Soft. The resource has been tentatively scheduled for the project.
    • Mixed. Both soft and hard allocation exists for the resource.

    Note: The "Mixed" booking option may not be available to you depending on your project management settings. For more information, contact your CA Clarity PPM administrator.

    Start Date

    Unless you change it, this column defaults to the start date of the project.

    Finish Date

    Unless you change it, this column defaults to the finish date of the project.

    % Allocation

    CA Clarity PPM assumes that each staff member is assigned to the project and to each task at 100% of his or her available time. This might be true if the resource is not allocated to other tasks on other projects.

    Allocation

    This column displays the number of hours the resource has been tentatively booked to the project. Unless you change the booking dates, CA Clarity PPM automatically books staff members for the entire duration of the project. Staff members may or may not be assigned to tasks for all of the hours they are allocated to the project. The Allocation cells are not editable but change to reflect edits you make using:

    • The setting allocation options.
    • The new allocation curves defined on the Staff Member Properties page.
    • The Shift Allocation option.
    Actuals

    This column displays the total number of hours the resource has recorded to date for tasks on this project.

    ETC

    ETC equals the Estimated Time to Complete. This column displays the estimate of how many hours the resource will work on the project based on the number of working days s/he has been assigned to tasks, and to the number of hours s/he has available each day. The cells in this column are not editable but change if you change the way ETC is calculated.

    Note: If you use a desktop scheduler, such as Open Workbench or Microsoft Project, to calculate or edit estimates, then the ETC displayed in this field comes from the desktop scheduler rather than from CA Clarity PPM.

More information:

Change Default Allocation for a Resource

How to Replace Staff Assigned to Projects or Tasks

Edit Resource Allocations

How to Reset Staff Allocations

Shift and Scale Resource Allocations

How to Define Project Estimates